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AZAZZ

AZZ Inc.

$AZZ·$4.2B·Industrial - Specialties·Industrials
$136.38-1.5%YTD+26.5%1Y+28.7%
Price updated 5h ago·X counts updated 4d ago
AZAZZ
$AZZAZZ Inc.
$136.38-1.54%150 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AZZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

150X posts · last 7 days
Sep 21Oct 4
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $AZZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AZZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AZZ is a specialty metal-finishing name up 26% YTD — Oct 13 earnings is the near-term test.

AZZ Inc. provides hot-dip galvanizing and other metal-finishing services for infrastructure, utility, and industrial customers. The business is a diversified industrial compounder.

  • The business is stable: Q1 revenue +6.3% YoY at a 17.2% operating margin and ROIC of 10.2% — top-decile metal-finishing metrics, with margins expanding as capacity utilization firms.
  • At 22.2x PE and 2.6x sales the valuation is reasonable — in line with other specialty industrials with meaningful ROIC.
  • 52-week range position is 61% with volume at 81% of average — upper-mid range on quiet volume, consolidating ahead of Oct 13 earnings as the near-term catalyst.

Oct 13 Q2 is the gate — any continued revenue growth plus margin stability extends the move. A soft construction-end-market print or margin reversion and the stock gives back some gain.

What to watch: Oct 13 Q2 — galvanizing revenue, infrastructure-end-market trajectory, operating-margin direction, and FY27 guide. A margin reversion is the clear invalidator.

On the calendar: 2026-10-13 — Q2 earnings

Read the AI verdict on $AZZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides hot-dip galvanizing and metal coating services plus engineered electrical products for power generation, transmission, and industrial infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Specialties sits in its cycle right now — and what that implies for $AZZ.

Industrial - Specialties · Industrials

No material change from last week — AZZ metal-coating and galvanizing demand tracks US infrastructure and industrial capex spending.

What this means for $AZZ

Direct beneficiary — Provides hot-dip galvanizing and metal coating services plus engineered electrical products for power generation, transmission, and industrial infrastructure.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+8.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 8, 2026$1.85$1.69+9.5%
Q1 2026Apr 22, 2026$1.34$1.22+9.8%
Q4 2025Jan 7, 2026$1.52$1.43+6.3%
Q3 2025Oct 8, 2025$1.55$1.57-1.3%
Next earningsTue, Oct 13·consensus EPS $1.86

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$448.5M+6.3%25.0%17.2%$1.74$18.4M
Q4 FY26$385.1M+9.4%22.7%14.8%$0.53$50.5M
Q3 FY26$425.7M+5.5%23.9%16.3%$1.37$61.2M
Q2 FY26$417.3M+2.0%24.3%16.4%$2.97$39.1M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.8B$1.8B – $1.8B$7.07$6.97 – $7.278
FY28$1.9B$1.9B – $1.9B$7.81$7.52 – $8.056
FY29$2.0B$1.9B – $2.0B$8.37$8.15 – $8.523
FY30$2.1B$2.1B – $2.1B$8.20$7.99 – $8.351
FY31$2.2B$2.2B – $2.2B$8.54$8.32 – $8.691

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Stovall Bryan LeeCOO2.7K sh$402KSellAug 11Jeffrey VellinesCOO4.2K sh$648K
+ 28 other (10 awards · 7 exempts · 7 inkinds · 4 others) in window

See when $AZZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 33
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of AZZ securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for AZZ.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

AZZ announced a leadership Departure involving Certain Officers, who serves as Director. annual base salary of $375,000. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect AZZ's strategic direction and investor confidence.

8-KShareholder voteJul 78-K — Item 5.07: Shareholder vote
AI summary

AZZ Inc. held its 2026 annual meeting of shareholders on July 7, 2026, with all seven director nominees elected for one-year terms: Daniel Berce, Thomas Ferguson, Clive Grannum, Carol Jackson, Ed McGough, Steven Purvis, and one other. Director vote totals ranged from approximately 24.4M to 26.7M 'for' votes out of ~28.6M shares voted, indicating strong overall support; Jackson received the lowest support (~24.4M for) but was still comfortably elected. Two additional proposals were also approved (details in the proxy); routine governance outcome with no material business implications.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
AI summary

AZZ Inc. disclosed investor presentation materials (Reg FD) for use from May 28, 2026 onward in meetings with investors, lenders, creditors, vendors, customers, and employees. The presentation is filed as Exhibit 99.1 and is furnished (not filed) with the SEC. This is a standard Reg FD disclosure accompanying ongoing investor relations activity; the filing itself carries no new financial commitments and the materials are summary in nature.

8-KMaterial agreementMay 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 15 other (5 13Gs · 2 routine 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AZZ (AZZ) Dips More Than Broader Market: What You Should Knowzacks.com·8h agoAZZ Inc. Announces Fiscal Year 2027 Second Quarter Cash Dividendprnewswire.com·11h agoAZZ Inc. (AZZ) is Attracting Investor Attention: Here is What You Should Knowzacks.com·3d agoAZZ (AZZ) Is Considered a Good Investment by Brokers: Is That True?zacks.com·4d agoAZZ (AZZ) Beats Stock Market Upswing: What Investors Need to Knowzacks.com·6d ago

In themes

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Voices on X · last 7 days

No standout posts about $AZZ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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